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Summit Securities Group’s Tesla TSLA Stock Holding History

Summit Securities Group’s Portfolio TSLA Stock Details TSLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,000
Closed -$450K – 1376
2025
Q4 		$450K Buy
+1,000
New +$443K 0.06% 209
2025
Q3 		– Sell
-1,000
Closed -$318K – 1365
2025
Q2 		$318K Sell
1,000
-21,500
-96% -$6.48M 0.06% 173
2025
Q1 		$5.83M Buy
+22,500
New +$7.5M 0.91% 12
2024
Q4 		– Sell
-500
Closed -$131K – 897
2024
Q3 		$131K Sell
500
-3,500
-88% -$798K 0.03% 173
2024
Q2 		$792K Sell
4,000
-15,100
-79% -$2.64M 0.15% 77
2024
Q1 		$3.36M Sell
19,100
-35,900
-65% -$7.01M 0.55% 28
2023
Q4 		$13.7M Buy
55,000
+15,000
+38% +$3.56M 1.23% 16
2023
Q3 		$10M Buy
+40,000
New +$10.3M 1.03% 22
2023
Q2 		– Sell
-101,500
Closed -$21.1M – 1096
2023
Q1 		$21.1M Sell
101,500
-499,400
-83% -$87.1M 1.73% 18
2022
Q4 		$74M Buy
600,900
+593,600
+8,132% +$112M 2.79% 7
2022
Q3 		$1.94M Buy
+7,300
New +$2.04M 0.14% 97
2021
Q4 		– Sell
-105
Closed -$2.71M – 952
2021
Q3 		$2.71M Buy
105
+90
+600% +$21.2K 0.21% 110
2021
Q2 		$340K Buy
+15
New +$3.26K 0.03% 487
2021
Q1 		– Sell
-60
Closed -$1.41M – 771
2020
Q4 		$1.41M Buy
+60
New +$10.2K 0.12% 191
2019
Q3 		– Sell
-1,800
Closed -$2.68M – 411
2019
Q2 		$2.68M Sell
1,800
-285
-14% -$4.44K 0.31% 70
2019
Q1 		$3.89M Buy
+2,085
New +$41.9K 0.71% 28

Other funds holding TSLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Summit Securities Group's TSLA Position: Q1 2026 in Review

Summit Securities Group reduced its Tesla (TSLA) stake by 97% in Q1 2026, selling an estimated $22.6M and leaving 1,759 shares worth $654K. The position accounts for 0.08% of the portfolio, ranked #129.

Summit Securities Group first reported a position in TSLA in Q4 2014 and has held it in 17 quarters since. The position peaked at $29.9M in Q3 2022. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Summit Securities Group held 1,759 shares of Tesla worth $654K as of Q1 2026.
  • Summit Securities Group sold 54,853 Tesla shares in Q1 2026, an estimated $22.6M.
  • Tesla made up 0.08% of Summit Securities Group's portfolio in Q1 2026, its #129 holding.
  • Summit Securities Group first reported a position in Tesla in Q4 2014 and has held it in 17 quarters since.
  • Summit Securities Group's Tesla position peaked at $29.9M in Q3 2022.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.